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GlobalFoundries + Advanced Micro Foundry (AMF) — Company Profile

Status: GF acquired AMF Nov 17, 2025. AMF’s polymer-modulator integration program inherited by GF. LWLG’s largest foundry partner by combined wafer capacity.

GlobalFoundries

ItemValue
TickerNASDAQ: GFS
HQMalta, NY
Market cap (Apr 2026)~$30-35B
Wafer capacity200mm + 300mm; high-volume capacity
Photonics platformFotonix (silicon photonics on 300mm)
AMF acquisitionClosed Nov 17, 2025 (parallel: also acquired InfiniLink Cairo same day)
Photonics-business GMAnthony Yu (per public LinkedIn)
Singapore campusInherited from AMF + co-located 200/300mm fab

Advanced Micro Foundry (AMF) — pre-acquisition

ItemValue
OriginSpinout from A*STAR (Singapore Agency for Science, Technology, Research)
Pre-2025 customer baseBoutique silicon-photonics customers; “constrained ability to win volume customers”
Polymer modulator workPre-2024 collaboration with LWLG; 2024 sub-1V 200 Gbps PAM4 demo publicly endorsed by Synopsys at PECC 2024
Key executiveSoukup (now GF post-acquisition) — public spokesperson on EO polymer integration

LWLG-GF/AMF collaboration timeline

DateEventSource
2024-05-21LWLG + AMF formal partnership announcementLWLG PR
2024-10-22PECC 2024 — Synopsys publicly references LWLG-AMF sub-1V 200 Gbps PAM4 resultSynopsys LinkedIn (multiple posts)
2025-11-04LWLG announces Stage-3 Fortune 500 customer + incremental unnamed foundry beyond AMFLWLG PR (per Reddit #1oo5ydu)
2025-11-17GlobalFoundries acquires AMF + InfiniLink CairoGF PR
2026-02-26Gazettabyte article quotes Soukup on EO polymer encapsulation as “open question”Gazettabyte / Reddit r/LWLG #1reuqvl
2026-03-16LWLG + GF GDSFactory PDK integration announcementLWLG PR
2026-03-21 to 24OFC 2026 — GF runs live PDK demo sessions featuring LWLG-integrated GDSFactory flowLWLG OFC 2026 LinkedIn recap

Soukup quote (Feb 26 2026, Gazettabyte interview)

“There are a lot of customers that liked AMF’s technology but never saw a path to scale… GlobalFoundries’ own campus in Singapore, with its large-scale 200mm and 300mm wafer capacity, removes that constraint. The plan is to offer AMF’s customers a transition path into a high-volume manufacturing environment.”

“The question of new modulator materials — thin-film lithium niobate, barium titanate, advanced polymers — looms large over the industry’s roadmap for higher baud rates.”

“Development work happens off-site, with coupons and, eventually, full wafers brought in for bonding to GlobalFoundries silicon. That’s part of the development — can you encapsulate it properly, and can you industrialise that solution? It’s an open question.”

KCCO7913’s read (correct): “encapsulate it properly” specifically signals EO polymer (TFLN/BTO don’t require encapsulation).

Strategic implications

  • Volume path: Pre-acquisition, AMF customers had no scale path. GF acquisition removes that constraint; LWLG now has access to GF’s 300mm capacity for production-volume polymer integration.
  • Wafer compatibility: GF’s 200/300mm Singapore campus is critical for the 8” → 12” wafer-scale challenge for LWLG (per Open Question T4 in risks.md).
  • Co-located Fotonix line: GF’s existing 300mm SiPh Fotonix platform + AMF’s 200mm polymer integration = combined development with shared engineering team.
  • Public endorsement value: Soukup’s “open question” framing is implicitly a roadmap commitment — GF is publicly committing to solve it.

Open questions

  1. Will GF disclose foundry-PDK end-customers using LWLG materials?
  2. Are GF customers among LWLG’s 4 Stage-3 cohort?
  3. Will GF’s hyperscaler-customer base (Cisco, Meta-Inflection, Marvell, etc.) generate downstream LWLG demand?
  4. What is GF’s internal modulator-material preference if forced to choose between TFLN, BTO, polymer? (Soukup’s “looms large” framing suggests no decision yet)

Sources